Thirdparty addons for Microsoft Dynamics CRM Erwin Buggenhout

Third-party add-ons for Microsoft Dynamics CRM Erwin Buggenhout CRMUG Be. Lux Board Member Channel Marketing Manager for Xperi. Do

149 standard entities in Microsoft Dynamics CRM Online 2016 Update 1… Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

And still it’s not enough! Everyone makes customizations - Custom Entities - Solutions - Custom - Third-party - Vertical - Horizontal Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Domains where there is (was) room for improvement CTI (Telephone Integration) Data Aggregation Data Management, Cleansing and Deduplication Development and Integration Document Generation Document Management Field Service Gamification Marketing Automation Mobile Portals Product Configuration Project Management and HR Planning Surveys (Voice of the customer) UI/View Enhancement Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

CTI (Telphone Integration) Say what? Make a call with one click/bring up relevant CRM records when a call comes in Out of the Box Integration with Skype or Skype for Business (click to call) Limitation: no integration with other telephony systems Add-ons Intelli-CTI http: //www. qgatesoftware. com/products/intelli-cti/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Data Aggregation Say what? Collect available data from trustworthy sources all over the web about the companies/contacts in your CRM Out of the Box Insights (in fact this is Inside. View) (If you’re in the US or Canada) Nothing if you’re somewhere else Add-ons Inside. View https: //www. insideview. com/microsoft-dynamics-crm-2/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Data Management and Deduplication Say what? You’ve got two John Does in your database and want merge them into (preferably the right) one. Out of the Box Something weird… Add-ons Paribus Discovery http: //www. qgate. co. uk/data-and-bi-solutions/paribus-discovery/ Trillium https: //www. trilliumsoftware. com/products/integrated-crm/msdynamics Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Development and Integration Say what? Customize, extend and integrate Microsoft Dynamics CRM Out of the Box Low level programming via the developer community Add-ons that make a developer’s life easier Azuqua https: //pages. azuqua. com/integrate/mscrm Cozyroc http: //www. cozyroc. com/ Inrule http: //www. inrule. com/products/inrule-for-microsoftdynamicscrm/ North 52 http: //www. north 52. com/ Smart. Connect http: //www. eonesolutions. com/smartconnect/overview/ Scribe http: //www. scribesoft. com/solutions/crm-integration/microsoft-dynamics-crm/ Wave. Xtend https: //www. wavextend. com/en Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Document Generation Say What? Generate documents with a single click containing merged CRM-data Out of the Box One. Click Doc. Gen in Microsoft Dynamics CRM 2016 SSRS/Word Mail. Merge in earlier versions Limitations: only docx, no integration with Share. Point, poor template design capabilities, poor workflow support Add-ons Documents. Core. Pack http: //www. mscrm-addons. com/Products/MS-CRM-2013/Documents. Core. Pack Xperi. Do http: //www. xperido. com/products/xperido-microsoft-dynamics-crm Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Document Management Say What? Go paperless. Scan, store, save, edit, approve, deliver, archive documents and make them show up in CRM Out of the Box Share. Point (of course) but also One. Drive and One. Drive for Business, Office 365 Groups Limitations: mostly about showing docs in a list, no real interaction with the documents Add-ons Paper. Save http: //www. papersave. com/integrations/microsoft-dynamics/dynamics-crm/ Vycunia http: //www. vycunia. com/en/home Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Field Service Say What? Your service technicians in the field have specific needs. Dispatching, Routing, Inventory, Knowledge Base, Service Contracts, … Out of the Box Pre 2016 Update 1: nothing CRM 2016: Field. One. Sky available as a “from Microsoft” solution – You still need Resco to make it work for mobile Add-ons Field. One. Sky http: //www. fieldone. com/ Field. Point http: //fieldpoint. net/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Gamification Say What? Turn CRM into a game. Let your sales/service team members earn stickers or get other rewards Out of the Box Pre 2016: nothing CRM 2016: Fantasy Sales Team available as a “By Microsoft” solution Add-ons Fantasy Sales Team https: //www. fantasysalesteam. com/ CRM Gamified Motivation Engine http: //crmgamified. com/motivation-engine/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Marketing Automation Say What? Use technology to engage your target audiences Out of the Box Pre 2013: dead pants Post 2013: Microsoft Dynamics Marketing Expensive option if you just need e-mail marketing Add-ons Click Dimensions http: //clickdimensions. com/ Act. On https: //www. act-on. com/products/crm/ IBM Core. Motives (Silverpop) http: //www. silverpop. com/software/coremotives/features/coremotives-email-marketing/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Mobile Say What? Bringing your favorite CRM to live on your mobile device Out of the Box Pre 2013: pretty basic stuff Post 2013: Mo. Ca Still more customization options in Resco but Microsoft is closing the gap Add-ons Resco http: //www. resco. net/ What about CWR? http: //www. cwrmobility. com/2016/02/16/resco-acquired-cwr-mobile-crm/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Portals Say What? Two-way communication between an interactive website and your CRM Out of the Box Pre 2016 Update 1: nothing much going on 2016 Update 1: Portal solution (acquisition of ADX Portals) Add-ons ADX Studio Portals https: //www. adxstudio. com/ The Portal Connector http: //www. crmportalconnector. com/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Product Configuration Say What? Follow rules to configure a product that makes sense Out of the Box No, sir. Just products, bundles and families. Add-ons Experlogix CPQ https: //www. experlogix. com/Dynamics. Integration/CRM e. Con http: //e-consolutions. com/solutions/products/dynamics-crm-configurator/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Project Management and HR Planning Say What? Planning and delivery of Professional Services, often referred to as ‘the fourth module’ Out of the Box Available as a solution from Microsoft in 2016 Update 1. Add-ons Assistance PSA Suite http: //www. assistancesoftware. com/psa/ x. RM 1 https: //www. xrm 1. com/en/ Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Surveys (Voice of the Customer) Say What? Want to know how your customer feels? Surveys to the rescue! Out of the Box Available as a solution from Microsoft in 2016. Add-ons TK Dialogs http: //www. teamknowledge. co. uk/tk-dialogs. php Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

UI/View Enhancements • Able. Bridge Editable CRM Grid http: //www. ablebridge. com/add-on-solutions/editable-crm-grid/ vs immersive Excel since 2015 • Single. View. Builder http: //www. traviata. eu/SVB Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Where to find add-ons • Google is your friend • Microsoft Dynamics Marketplace on Pinpoint (which will be replaced) • Codeplex/Github for open source initiatives Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

How to tell the good ones from the shady ones? Look for the Cf. MD logo (Certified for Microsoft Dynamics) • • • Tested by Lion. Bridge on behalf of Microsoft Built by a company with earned competencies in the Microsoft Partner Program Positive Customer Feedback Requirement Software and service assurance Requirement to align with the Microsoft roadmap for CRM Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

How to tell the good ones from the shady ones? Check list of reselling partners • Go for solutions that are popular amongst Silver and Gold CRM Competency partners • Go for solutions that are supported worldwide • Ask your own partner (if you have one) to assess it Check the vendor’s presence in the ecosystem • Sponsoring relevant events (CRMUG , e. Xtreme. CRM, Envision/Convergence, local partner events) • What are MVPs tweeting about the vendor/the solution • Ask for customer references Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

How to tell the good ones from the shady ones? Be on your guard for companies that offer dozens of add-ons • Probably they are simply trying to resell all the custom plugins they built for customers as generic solutions. • They can’t be an expert in every domain they offer an add-on for (unless the vendor is a huge company). Test before you buy Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)

Your Strategy twds Third-Party Add-ons? Wait for Microsoft to fill the gaps? • • Safe bet, but you’ll be missing out on things you may need When will Microsoft fill the gap you need them to fill? Will they fill all the gaps? How well will they fill them? Fill the gaps with your own plugins? • Do you have the development budget? • What about support/updates/…? Or go for third-party solutions? • But what if they are acquired by Microsoft? • What if Microsoft buys their competitor? Join us for the CRMUG European Congress 2016 – 9 -10 May 2016, Stuttgart (Germany)